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Ameritas Advisory Services’s UMH Properties UMH Stock Holding History

Ameritas Advisory Services’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-727
Closed -$10.8K – 2044
2025
Q3 		$10.8K Sell
727
-489
-40% -$7.83K ﹤0.01% 1629
2025
Q2 		$20.4K Buy
+1,216
New +$20.8K ﹤0.01% 1727
2023
Q2 		– Sell
-1,149
Closed -$17.1K – 2400
2023
Q1 		$17.1K Buy
+1,149
New +$18.9K ﹤0.01% 1714

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ameritas Advisory Services's UMH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 727 shares — an estimated $10.8K sold.

Ameritas Advisory Services first reported a position in UMH in Q1 2023 and held it in 3 quarters. The position peaked at $20.4K in Q2 2025. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Ameritas Advisory Services reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 727 UMH Properties shares in Q4 2025, an estimated $10.8K.
  • Ameritas Advisory Services first reported a position in UMH Properties in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's UMH Properties position peaked at $20.4K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.